Meet the professionals who can help

Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet the Team

The team behind Milestone Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Caine&JasmynNEW2022

CAINE AND JASMYN NAKATA

CO-FOUNDERS

Caine and Jasmyn Nakata co-founded Milestone Coach Advisory Services, now known as Milestone Wealth Management, in 2010. Their vision was twofold: to help young leaders and families prepare for the potential challenges of paying for higher education, and to educate people of any age.

Travis Tazawa, CFP®

Wealth Manager

Corey Dobashi

Licensed Insurance Professional

Mark Tokuuke

Administrative Assistant

Anthony Simpliciano

Assistant Marketing Coordinator

Ready to Take

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a webinar.

Or give us a call at 808.638.4080.

Scroll to Top
Call Now Button